How to create a debit memo
Summary
This article describes how to create a debit memo
Prerequisites
You must have access to our Copaco Cloud Commerce Portal, see How to Login to your 2tcloud reseller control panel
Start
First login to our Copaco Cloud Commerce Platform and go to 'Classic Panel'. Click on button:
Next step is to switch to the billing part on the top right corner of your screen. Click on 'Billing':
select documents in the left menu
Select the customer and click “Add New Debit Memo”
Select customer in account field
Fill in Description
Click on Next
Add Detail, to raise a line on the invoice
Fill in:
Click on binocular to set the Tax Category, on default.
Click on Add Detail
Click on Add Detail: for an extra line on the invoice
Click on Add Memo: to raise the debit memo
Add Debit Memo: a new Debit Memo has been raised
Find back your new raised Debit Memo, via Documents
Click on Release: Debit Memo is send to the customer
Order status is HOLD
Release Invoice via Add Payment
Click tab 'Documents' and click on button “add new payment”
Fill in the required information
Select line with related invoice and clidk next
Click on button “finish”
Payments can be found by Documents